IVY ROSE FOUNDATION INCORPORATED

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

Rosemary Heard

Phone

4234135211

Tax Period

2025-01-01 to 2025-12-31

IVY ROSE FOUNDATION INCORPORATED, founded in 1995, is a small nonprofit in the Human Services sector that reported $143K in total revenue in fiscal year 2025. Revenue surged 195% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 68% operating margin.

Mission

Community service and the awarding of scholarships.

Program Service Accomplishments

Program 1

Expenses: $45,616 Revenue: $0

Awarding scholarships to college bound students

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $36,540

Program Service Revenue $0

Investment Income $0

Other Revenue $106,860

TOTAL REVENUE $143,400

Expense Breakdown

Grants Paid $36,763

Salaries & Benefits $400

Fundraising Expenses $0

Program Expenses $45,616

Other Expenses $8,453

TOTAL EXPENSES $45,616

Year-over-Year Comparison

	2025	2024	Change
Revenue	$143,400	$48,638	+1.9%
Expenses	$45,616	N/A	N/A
Net Income	$97,784	$48,638	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sandra Nelson	President	4	Officer	$0	$0	$0
Vanessa Car	Vice Chairman	1	Officer	$0	$0	$0
Lanise Hutchins	Secretary	1	Officer	$0	$0	$0
Rosemary Heard	Treasurer	3	Officer	$0	$0	$0
Rena Walton	Financial Secretary	1	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$143,400	$45,616	$302,973	$97,784